Your customers get answers.
Your team gets time back.
Portal by Navion gives customers a clearer view of their orders, delivery updates and documents. Less chasing answers. More confidence in the work you do for them.
See both sides of the conversationONE CONVERSATION. BOTH SIDES.
An answer for them. A clearer day for you.
Watch a familiar question become an answer. See where context helps and where your team decides.
ONE CONVERSATION. BOTH SIDES.Illustrative example
The receipt is already there.
Order #1042 · Delivered · Receipt attached
YOUR CUSTOMER
Your delivery receipt is here, with your order.
YOUR OPERATION
No document chase.
The customer can open the authorized receipt. Nobody has to find and resend it.
An answer for them. One less interruption for you.
INSIDE PORTAL BY NAVION
The view your customers get.
Order visibility, documents and access. Open a screen to explore the details.
Where their orders stand
Search and filter orders without a call to dispatch.
The detail behind a delivery
Status, delivery details and supporting documents on the order.
The access you control
Choose which customer accounts and documents each user can see.
SERVICE THAT DOESN’T DEPEND ON ONE PERSON
Your best customer shouldn’t need your best dispatcher’s cell number to get an answer.
The request, the context and what happened next stay connected. Your people can focus on the conversations that need their experience.
When someone is away
The next person can see the request and its history without starting over.
When customers follow up
They can see the state of their work and the documents available to them.
When a request needs judgment
It reaches the responsible team with context. Acknowledged doesn’t mean approved.
A BETTER EXPERIENCE, ON BOTH SIDES
Meet your customers where they work.
Self-service for the customer who wants it. Clear ownership when a request needs your team. Keep the customer’s context with the conversation.
Order visibility
Order status, delivery updates and available documents, scoped to the customers each user can access.
Customer context
Requests, prior conversations and order history help your team understand what the customer needs.
Your team owns the decision
The appropriate workflow approves and carries out a change. Portal keeps the customer informed of its progress.
A few practical questions.
Do all our customers have to use the portal?
Customers can use Portal to find order status and documents themselves. We work through your customer channels and communication needs with your team, including how email fits the operation.
Can one customer see another customer’s information?
Access is scoped to authorized customers, with document type permissions configured for each. Your team invites users and determines which customer accounts and documents they can access.
Does acknowledging a change mean it has been approved?
No. Acknowledgement means the request was received. The responsible business workflow determines whether it needs clarification, approval or rejection. Customers should be able to distinguish a pending request from a confirmed change.
Does our team need to maintain another set of order records?
Portal connects customer visibility to the order and document information in your existing systems. Your TMS remains the system of record for execution; we agree which sources and updates are included in your rollout.
START WITH A REAL CONVERSATION
Show us what your customers ask for.
The repeated status question. The missing document. The change that needed three follow-ups. Let’s start there.